Move a transaction to another department

A payment posted to the wrong department can be moved without reversing it.

If you have the option

1. Go to Reporting → Transactions and find the payment.
2. Click the three dots at the end of the row.
3. Choose Move to, then pick the department.
   You can move it to any department your store has set up.

If you don’t see it

Most people won’t have this option. Contact DealerWorks Support and we’ll move it for you — tell us the invoice or RO number, the amount, and which department it should be in.

The move is recorded

Moving a transaction is logged on the transaction itself, showing the department it came from and the one it went to.

See See what’s been changed on a transaction.

Related: Fixing a transaction — start here · Change the RO or invoice number on a transaction · See what’s been changed on a transaction